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Creating a Campaign

This guide walks you through the complete process of creating, designing, and sending an email campaign in MailGreet. Campaigns Page

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Campaign Creation Workflow

1

Start Your Campaign

  1. Navigate to Campaigns in the sidebar
  2. Click the Create Campaign button
  3. Enter a meaningful campaign name (for internal reference)
  4. Choose your campaign type (Regular is most common)
2

Choose Recipients

Select who will receive your email:
  • All Subscribers: Send to everyone
  • Specific Groups: Target particular subscriber groups
  • Segments: Use dynamic segments based on behavior or attributes
  • Exclude Groups: Prevent certain groups from receiving
Always check the estimated recipient count before proceeding.
3

Select a Template

Choose how you want to create your email:
OptionBest For
Recent TemplatesReusing designs you’ve used before
Saved TemplatesYour custom branded templates
Gallery TemplatesPre-designed professional layouts
HTML UploadImporting from design tools
Block BuilderVisual drag-and-drop creation
Start from ScratchComplete creative freedom
4

Design Your Email

Use the editor to customize your content:
  • Text: Headlines, paragraphs, lists
  • Image: Upload or select from library
  • Button: Call-to-action buttons
  • Social Links: Social media icons
  • Divider: Horizontal separators
  • Video: Video thumbnails with play button
  • Custom HTML: Advanced custom code
  • Keep your branding consistent with logo and colors
  • Use clear visual hierarchy with headings
  • Keep paragraphs short and scannable
  • Make CTAs stand out with contrasting colors
  • Always preview on mobile devices
5

Configure Settings

Set up your campaign details:Essential Settings:
  • Subject Line: Aim for 30-50 characters, make it compelling
  • Preview Text: The snippet shown in inbox previews
  • From Name: Your brand or personal name
  • From Email: Your verified sender address
  • Reply-To: Where replies should go
Optional Settings:
  • Enable/disable open and click tracking
  • Add Google Analytics tracking parameters
  • Configure social media preview cards
6

Test Before Sending

Always test your campaign before sending to your full list!
Click Preview & Test to:
  • Send test emails to yourself and team members
  • Check formatting on desktop and mobile
  • Verify all links work correctly
  • Confirm personalization tags render properly
  • Run spam score checks
7

Send or Schedule

Choose your delivery method:
  • Send Now: Immediate delivery
  • Schedule: Set specific date and time
  • Time Zone Optimization: Send based on recipient’s local time
  • Smart Send: Optimal timing based on engagement data

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Campaign Analytics

After sending, monitor your campaign’s performance:

Open Rate

Percentage of recipients who opened your email. Industry average: 15-25%

Click Rate

Percentage of recipients who clicked links. Industry average: 2-5%

Bounce Rate

Failed deliveries. Keep under 2% for good deliverability

Unsubscribe Rate

Opt-outs from this campaign. Normal range: 0.1-0.5%

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Advanced Analytics Features

  • Click Map: Visual heatmap of which links get the most clicks
  • Device Breakdown: Desktop vs. mobile open statistics
  • Location Data: Geographic distribution of engagement
  • Time Analysis: When emails were opened
  • Engagement Timeline: Activity patterns over time

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Campaign Status Guide

StatusDescription
DraftCampaign is being created, not yet sent
ScheduledSet to send at a future date/time
SendingCurrently being delivered to recipients
SentCompletely delivered to all recipients
PausedScheduled campaign put on hold

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Best Practices

  • Keep under 50 characters for mobile visibility
  • Avoid ALL CAPS and excessive punctuation (!!!)
  • Use personalization like {$first_name} when relevant
  • Create urgency or curiosity without being clickbait
  • A/B test different approaches regularly
  • Write in a conversational, friendly tone
  • Focus on benefits, not just features
  • Include ONE clear call-to-action per email
  • Break content into scannable sections
  • Use bullet points for easy reading
  • Balance text and images (60% text, 40% images)
  • Tuesday, Wednesday, Thursday have highest engagement
  • Mid-morning (10am) and mid-afternoon (2pm) perform well
  • Consider your audience’s work schedule and habits
  • Test different times and track results
  • Use timezone optimization for global audiences
  • Maintain permission-based subscriber lists only
  • Remove inactive subscribers regularly
  • Avoid spam trigger words in subject and content
  • Verify your sending domain (SPF, DKIM, DMARC)
  • Keep bounce rates under 2%
  • Send consistently to build sender reputation

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Troubleshooting Common Issues

Possible causes:
  • Subject line not compelling enough
  • Sender reputation issues
  • Emails landing in spam
  • Sending at wrong times
  • Inactive subscribers on list
Solutions:
  • A/B test subject lines
  • Verify your domain
  • Clean your subscriber list
  • Test different send times

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Next Steps

Campaign Reports

Learn to analyze and act on your campaign data

A/B Testing

Optimize your campaigns with split testing

Scheduling

Master campaign scheduling and automation

Templates

Create reusable email templates